Advanced Asset Protection Strategies Training Class

Course ID: 9851

Advanced Asset Protection Strategies Training Seminar

Provide Solid Asset Protection Strategies for Your Affluent Clients

Never before have there been so many choices when it comes to asset protection for your wealthy clients. Although there are myriad options, knowing how to advise them properly requires an in-depth understanding of all the alternatives. Your clients rely on you to steer them in the right direction when it comes to shielding their assets. Make sure you know the wealth management techniques that will best fortify their capital, property and possessions.

By joining us at this crucial seminar, you'll be able to create strategic and tactical plans that will help clients achieve their financial goals. Along with your fellow attendees, you'll explore some of the deeper facets of domestic trusts so you can mine their true potential as planning tools. Get insider's tips on using international asset protection trusts - properly and effectively - to retain wealth. Build airtight business entities that can preserve your clients' wealth. Adhere to crucial accounting compliance issues to keep all your asset plans beyond reproach. Your clients deserve the best strategies out there. Make sure you can deliver.

Confidently build sophisticated strategies for wealth preservation using the visual planning process.
Understand and explain the advantages of opportunity shifting as an asset planning option.
Help clients decide if foreign irrevocable life insurance trusts are a viable option.
Advise clients on post-nuptial titling arrangements that can help them preserve their assets.
Properly structure and fund FLPs and LLCs that shelter wealth.


	Agenda
	DESIGNING AN ASSET PROTECTION PLAN USING THE STRATEGIC PLANNING PROCESS Alan R. Eber, 8:30 - 9:45 How an Asset Protection Strategy is Conceived The Visual Planning Process Accumulation Theory, Shields, Screens and Funding DOMESTIC TRUSTS AS AN ASSET PROTECTION TOOL Alan R. Eber, 9:45 - 11:00 Types of Trusts Revocable and Irrevocable Discretionary The Flexible-Inflexible Trust Beneficiary Controlled Trust Intentionally Defective Trusts The Pre-Inheritance Trust Should I Use a Protector? Powers of Appointment Opportunity Shifting as an Estate Planning Technique TYPES OF INTERNATIONAL ASSET PROTECTION TRUSTS Alan R. Eber, 11:15 - 12:30 Foreign Asset Protection Trust Protected Estate Plan Protected Patriarchal Estate Plan The Terminator The Low Profiler Collapsing / Withdrawing Bridge Technique Foreign Irrevocable Life Insurance Trust TITLING OF ASSETS AND FAMILY LAW Alan R. Eber, 1:30 - 2:00 Community vs. Sole and Separate Property Post-Nuptial (Transmutation) Arrangements ETHICAL AND PLANNER LIABILITY ISSUES: PROTECTING YOURSELF FROM FRAUDULENT TRANSFERS Alan R. Eber, 2:00 -3:00 Who Is Your Client? Professional Conduct Proper Reasons to Transfer Assets Intentional vs. Constructive Fraud Affidavit From Regarding Financial Condition Lawyer's Liability CORPORATIONS, FAMILY LIMITED PARTNERSHIPS AND LIMITED LIABILITY COMPANIES Alan R. Eber, 3:15 - 4:15 Factors Which May Lead a Court to Deny the Separate Legal Existence of a Corporation Inside/Outside Protection and Protection of Stock Strategy Structuring and Funding the FLP/LLC Planning with Albright in Mind Effect of a "Charging Order" FLP Combining FLP/LLCs With Discretionary Dynasty Trusts ACCOUNTING COMPLIANCE ISSUES Martin G. Leffler, 4:15 - 4:40

Audience

This advanced level seminar is designed for attorneys, accountants, CPAs and financial planners who want to learn more about how to help their clients take advantage of specialized asset protection alternatives.